portfolio

Here is a breakdown of my current asset allocation and links to some of my recent articles. During 2019 I decided to make my portfolio fossil-free which involved the disposal of my global multi-asset index funds.  Articles relating to my climate-friendly holdings are listed on the 'green' tab.


May 2020  (click to enlarge)


It may be worth repeating that my choice of investments are unique to my stage of life (retired), risk profile, ethical aims and financial situation and should not therefore be taken as a recommendation. In many situations, a simple, diversified low cost multi-index fund could provide better returns with lower costs and less volatility so my advice would be to do your own research and take responsibility for your investment decisions.


portfolio summary/reviews
Portfolio Review - end March 2020 (Apr 2020)
Portfolio Review - End 2019 (Jan 2020)
Portfolio Review - End 2018 (Dec 2018)
Investing for a Green Future (Nov 2018)

how much longer before I go for that walk!
investments (2020)
Powercell - Portfolio Addition (July)
NextEnergy Solar - FY Results (July)
SSE - Full Year Results (June)
myFC - Portfolio Addition  (June)
NIBE Industrier - Portfolio Addition (June)
McPhy Energy - Portfolio Addition (June)
TR Property - Full Year Results (June)
Trojan Ethical Fund - Portfolio Addition (May)
Personal Assets Trust - Portfolio Addition (May)
Gresham House Energy Storage-FY Results(Apr)
A Defensive Move - Looking at Gilts (Apr)
Google - Portfolio Addition  (Apr)
Microsoft - Portfolio Addition  (Apr)
iShares Global Clean Energy ETF - Update (Mar)
Smart Metering Systems - Portfolio Addn (Mar)
Legal & General - Back on Board (Mar)
National Grid - Portfolio Addition (Mar)
AFC Energy - FY Results  (Mar)
Unilever - Portfolio Addition  (Mar)
Greencoat UK Wind - Final Results (Mar)
SSE - Portfolio Addition  (Feb)
Ceres Power - Portfolio Addition (Feb)
TRIG - Full Year Results  (Feb)
Vestas Wind - Full Yr Results (Feb)
Orsted - Full Year Results (Feb)
ITM Power - Interim Results (Jan 2020)

investments (2019)
Aberforth Smaller - Final Results (Jan 2019)
Lyxor Green Bond - New Purchase (Jan 2019)
Foresight UK Infrastructure - New Addition (Feb '19)
TRIG - New Addition (Feb 2019)
Bluefield Solar - New Addition (Mar 2019)
Tritax Big Box - Final Results (Mar 2019)
FP WHEB Sustainability - New Addition (Mar 2019)
Foresight Solar IT - New Addition (Mar 2019)
iShares Global Clean Energy - New Addition (Mar '19)
Impax Env. Markets - Results  (Apr 2019)
Orsted - New Addition  (Apr 2019)
Scottish Mortgage - Full Yr Results (May 2019)
Capital Gearing - Full Yr Results (May 2019)
TR Property - Final Results (June 2019)
Polar Cap Technology - Final Results (July 2019)
Finsbury Growth & Income - Sale (July 2019)
Greencoat UK Wind - New Addition (July 2019)
Orsted - Half Year Results  (Aug 2019)
Legal & General Revisited (Aug 2019)
Scottish Mortgage - Portfolio Sale (Aug 2019)
ITM Power - Portfolio Addition (Aug 2019)
Mid Wynd - Full Yr Results (Sept 2019)
First Solar - Portfolio Addition (Sept 2019)
AFC Energy - Portfolio Addition (Sept 2019)
Bluefield Solar - Full Yr Results (Sept 2019)
NextEnergy Solar - New Addition (Sept 2019)
Vestas Wind - Portfolio Addition (Oct 2019)
Proton Power - Portfolio Addition (Nov 2019)
AFC Energy - Update (Nov 2019)
Air Liquide - Portfolio Addition (Nov 2019)
Octopus Renewables IPO (Nov 2019)
Gresham House Energy Storage - New Addition (Dec 2019)















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